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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-04 |
| WA | RA | APPROVED | 2015-08-19 |
Branch Locations
11100 Ne 8Th St. Suite 250, Bellevue, WA 98004-4465 • United States
19020 33Rd Ave West Suite 100, Lynnwood, WA 98036-4746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lynnwood | WA | 07/2015 | Present |
| Charles Schwab Bank, Ssb | Lynnwood | WA | 07/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-01 |
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